TWO LIGHTS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TWO LIGHTS FOUNDATION INC (EIN 47-1342003)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349103286
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:19:41-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471342003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWO LIGHTS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWOL | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER S GOODELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN DEPAOLI | PreparerPersonNm |
| PTIN | P00371138 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.205.45.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 15:43:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 18C1EC7FD495737847397B687995E14B42FE0EBE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C936ED495BE96ABFF217900B4D3D695C3DD438EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,772,967 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,019,833 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,743,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,961 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,334,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,114 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,622,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,622,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,626,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,689,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,145 | CashBOYAmt |
| Cash EOY | $4,725,263 | CashEOYAmt |
| Cash EOYFMV | $4,725,263 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,452,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $596,115 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $711,144 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $485,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $343,098 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $336,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,056,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,664,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,772,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,131,864 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,131,864 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$75,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,532,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,056,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,664,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,056,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,664,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,056,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,689,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,745,892 | SubtotalAmt |
| Other Decreases | $81,416 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,664,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INGALLS & SNYDER | P | $485 | $379 | $106 | $106 |
| INGALLS & SNYDER | P | $941,641 | $644,047 | $297,594 | $297,594 |
| JPMORGAN | P | $161,662 | $161,323 | $339 | $339 |
| JPMORGAN | P | $639,475 | $641,553 | -$2,078 | -$2,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,961 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,116,039 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,464,051 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.452929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $450,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,481,956 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.181309 | DistributionYr2Rt |
| Total Distribution | 0.634238 | TotalDistributionRt |
| Average Distribution | 0.317119 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,930,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $612,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,962 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $615,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,626,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,962 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,962 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,962 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,405 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,405 | TotalPaymentsAndCreditsAmt |
| Overpayment | $443 | OverpaymentAmt |
| Applied To ES Tax | $443 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CO ANDERSEN TAX LLC D DEPAOLI | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER S GOODELL | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | DIRECTOR - PART-TIME | 0.00 | $0 | $0 | $0 |
| JANE S GOODELL | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | DIRECTOR - PART-TIME | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,244,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $235,895 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,959,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,959,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,930,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,962 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,962 | TotalTaxAmt |
| Distributable Before Adj | $93,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,626,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,626,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,962 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,623,389 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $405,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $993,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,399,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,626,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,532,807 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,931,886 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,931,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $405,971 | ExcessFromYear2Amt |
| Excess From Year1 | $993,108 | ExcessFromYear1Amt |
| Excess From Current Year | $1,532,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER S GOODELL | ContributingManagerNm |
| Contributing Manager | JANE S GOODELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||
| 2202 N WESTSHORE BLVD SUITE 455 | TAMPA | FL | 33607 | PC | GENERAL USE | $25,000 |
| BRONXVILLE SCHOOL FOUNDATION | ||||||
| 177 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $5,000 |
| BUILDING MEN FOR OTHERS | ||||||
| 303 INTERNATIONAL CIRCLE SUITE T125 | HUNT VALLEY | MD | 21030 | PC | GENERAL USE | $75,000 |
| GRIDIRON GREATS | ||||||
| 8770 W BRYN MAWR SUITE 1300 | CHICAGO | IL | 60631 | PC | GENERAL USE | $100,000 |
| CHAUTAUQUA FOUNDATION | ||||||
| ONE AMES AVENUE | CHAUTAUQUA | NY | 14722 | PC | GENERAL USE | $400,000 |
| NEW YORK PRESBYTERIAN | ||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | GENERAL USE | $50,000 |
| ONE LOVE FOUNDATION | ||||||
| 119 PONDFIELD ROAD PO BOX 368 | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $200,000 |
| SANCTUARY FOR FAMILIES | ||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL USE | $75,000 |
| THE ANQUAN BOLDIN FOUNDATION | ||||||
| 931 VILLAGE BLVD STE 905-104 | WEST PALM BEACH | FL | 33409 | PC | GENERAL USE | $10,000 |
| DIA ART FOUNDATION | ||||||
| 535 W 22ND ST | NEW YORK | NY | 10011 | PC | GENERAL USE | $481,173 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | PC | GENERAL USE | $50,000 |
| SAFE HORIZON | ||||||
| 1753 PARK AVE 2ND FL | NEW YORK | NY | 10035 | PC | GENERAL USE | $75,000 |
| TOM COUGHLIN JAY FUND | ||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 322400798 | PC | GENERAL USE | $25,000 |
| WARRICK DUNN CHARITIES INC | ||||||
| 10 PEACHTREE PLACE NE SUITE 610 | ATLANTA | GA | 30309 | PC | GENERAL USE | $50,000 |
| MISSIONARY ASSISTANCE MINISTRY | ||||||
| 14 WOLFE RUN CT | LONG VALLEY | NJ | 07853 | PC | GENERAL USE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,622,673 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $315,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $315,114 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROGER JANE GOODELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,019,833 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 804 SHARES OF AT&T CORP.1,800 SHARES OF GETTY REALTY CORP.100 SHARES OF IBM | $96,093 | 2016-12-23 |
| 1 | 6,000 SHARES OF LIFELOCK INC.2,000 SHARES OF NEUSTAR INC.290 SHARES OF NU SKIN ENTERPRISES INC. | $223,741 | 2016-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $7,150 | Amt |
| Net Investment Income | $3,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,575 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR EQUITY MARKET NEUTRAL | AT COST | $4,821 | $4,924 |
| EATON VANCE GLOBAL MACRO | AT COST | $17,510 | $16,901 |
| EQUINOX CAMPBELL STRATEGY | AT COST | $15,000 | $13,164 |
| GATEWAY FUND-Y | AT COST | $18,504 | $19,325 |
| GOLDMAN SACHS TR | AT COST | $13,465 | $12,258 |
| THE ARBITRAGE FUND-I | AT COST | $0 | $0 |
| JPM REALTY INC FD - INSTL | AT COST | $16,584 | $17,059 |
| TORTOISE MLP & PIPELINE | AT COST | $4,546 | $4,636 |
| PIMCO COMMODITYPL STRAT-P | AT COST | $10,386 | $7,027 |
| SPDR GOLD SHARS | AT COST | $6,387 | $5,371 |
| ARROWPOINT GLOBAL OPPORTUNITY FUND | AT COST | $235,895 | $235,895 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO FMV ADJUSTMENT FOR SECURITIES CONTRIBUTED | Desc |
| Amt | $81,416 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMORGAN | $10,076 | $10,076 | $0 |
| INGALLS & SNYDER | $5,222 | $5,222 | $0 |
| ALM FEE | $103 | $0 | $103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $2 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |